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Universe Composition

The ICC universe includes information on more than 18,000 portfolios managed by more than 1,200 investment organizations on behalf of more than 1,400 sponsors. Specialty subsets include corporate funds, public funds, Taft-Hartley funds, endowments and foundations, hospital funds, health and welfare funds, and large funds (those with more than $1 billion in assets), among others. ICC members can also construct custom universes on many dimensions, such as associating returns with portfolio characteristic ranges. Portfolios are additionally assigned to investment styles on the basis of their holdings.


Accounts by portfolio type

Major Sponsor Types: Master trusts Assets ($ Billions) Portfolios
Corporate 303 291.3 5,277
State and Local Government 172 823.7 3,288
Charity, Educational, and Religious 245 105.8 3,334
Taft-Hartley 142 56.4 1,687
Other Sponsor Types 708 297.7 5,099
Total 1,570 1,574.9 18,685

Major Plan Types: Assets ($ Billions) Portfolios
Employee Benefit* 1,368.3 10,524
Charity, Educational, and Religious 108.0 4,534
Other Plan Types 98.6 3,627
Total 1,574.9 18,685

* Includes defined benefit, defined contribution, and VEBA.


Major Portfolio Types Assets ($ Billions) Portfolios
Domestic Equity 594.7 6,652
Domestic Fixed Income 439.1 3,083
Balanced 43.6 725
Global and International 269.2 2,459
Alternative Assets* 83.5 2,306
Other Portfolio Types 144.8 3,460
Total 1,574.9 18,685

* Includes venture capital, real estate, hedge funds, and private equity.